Morningstar

Virtus Stone Harbor Emr Mkt Hi Yld BdETF VEMY

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis VEMY

Will VEMY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VEMY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VEMY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VEMY’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus Stone Harbor Emr Mkt Hi Yld BdETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VEMY

More VEMY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Turkey (Republic of) 5.95%

3.40 318,720
Government

Ecuador (Republic Of) 6.9%

2.58 241,839
Government

Iraq (Republic Of) 5.8%

2.55 239,021
Government

Nigeria (Federal Republic of) 6.125%

2.10 197,018
Government

Melco Resorts Finance Limited 5.375%

1.94 181,841
Corporate

Minerva Luxembourg S.A. 4.375%

1.87 175,677
Corporate

Angola (Republic of) 8.75%

1.82 170,522
Government

Tullow Oil PLC 7%

1.63 152,783
Corporate

CEMEX S.A.B. de C.V. 5.125%

1.60 150,399
Corporate

Argentina (Republic Of) 1%

1.58 147,980
Government

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